Finest Edge Financial LLC
Firm details
- Headquarters
- ,
- CRD number
- 330498
- Custodians
- ALTRUIST
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Finest Edge Financial LLC is an Arizona-based independent registered investment adviser organized as a limited liability company and owned by an individual principal. The firm’s client focus is individuals and families, and it offers fee arrangements that include a percentage of assets under management and fixed fees. Advisory services cited on its filings include financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm does not identify as an active ESG investor and operates as a single-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- Public Funds/Mutual Funds30%
- US Government Bonds10%
- State & Local Bonds5%
- Investment Grade Corp Bonds5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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